The Adviser Talk

Why would the couple in their 50’s have such a different outlook to the man in his 30’s? It’s hard to be a successful investor unless you’re an optimist. Firstly, if everyone does well, you’re likely to do better as an investor. And if you understand everyone is doing better, and that we have always gotten better, you’re less likely to be agonising over someone huffing and puffing about the next crash. When I hear crash talk I often think of the saying, a broken clock is right twice a day.

The Adviser Talk is available on all major streaming platforms, including Spotify and Apple Music.

The information provided, or any opinions expressed in this show, are of a general nature only and should not be construed or relied on as a recommendation to invest in a financial product or class of financial products. You should seek financial advice specific to your circumstances from an Authorised Financial Adviser before making any financial decisions. A disclosure statement can be obtained free of charge by calling 0800 878 961 or visiting our website, www.stewartgroup.co.nz

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The breaking news that got everyone talking is the government's new set of measures to confront the housing crisis in New Zealand. It’s a welcome change: the constant pressure by media and the public outcry finally moved the needle. This course correction is long overdue.

The Adviser Talk is available on all major streaming platforms, including Spotify and Apple Music.

The information provided, or any opinions expressed in this show, are of a general nature only and should not be construed or relied on as a recommendation to invest in a financial product or class of financial products. You should seek financial advice specific to your circumstances from an Authorised Financial Adviser before making any financial decisions. A disclosure statement can be obtained free of charge by calling 0800 878 961 or visiting our website, www.stewartgroup.co.nz

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If you are wrestling with a prickly investment question or simply hoping to seek some financial advice, engaging a financial adviser might sound appealing. But searching for one who would put your interest above all can quickly get confusing. NOT ANYMORE!

The Adviser Talk is available on all major streaming platforms, including Spotify and Apple Music.

The information provided, or any opinions expressed in this show, are of a general nature only and should not be construed or relied on as a recommendation to invest in a financial product or class of financial products. You should seek financial advice specific to your circumstances from an Authorised Financial Adviser before making any financial decisions. A disclosure statement can be obtained free of charge by calling 0800 878 961 or visiting our website, www.stewartgroup.co.nz

Hosted on Acast. See acast.com/privacy for more information.

Many people want to align their environmental views with their portfolio objectives. But can you support your values while maintaining sound investment principles and pursuing higher expected returns? Here are three important questions that are important to ask your financial adviser.

The Adviser Talk is available on all major streaming platforms, including Spotify and Apple Music.

The information provided, or any opinions expressed in this show, are of a general nature only and should not be construed or relied on as a recommendation to invest in a financial product or class of financial products. You should seek financial advice specific to your circumstances from an Authorised Financial Adviser before making any financial decisions. A disclosure statement can be obtained free of charge by calling 0800 878 961 or visiting our website, www.stewartgroup.co.nz

Hosted on Acast. See acast.com/privacy for more information.

It’s easy to view the stories of market speculation that have dominated the news recently as cautionary tales for individual investors. With swings by GameStop stock grabbing headlines, this is probably a good time to mention that investing and gambling are not the same thing.

The Adviser Talk is available on all major streaming platforms, including Spotify and Apple Music.

The information provided, or any opinions expressed in this show, are of a general nature only and should not be construed or relied on as a recommendation to invest in a financial product or class of financial products. You should seek financial advice specific to your circumstances from an Authorised Financial Adviser before making any financial decisions. A disclosure statement can be obtained free of charge by calling 0800 878 961 or visiting our website, www.stewartgroup.co.nz

Hosted on Acast. See acast.com/privacy for more information.

On 27th January 2021, Stewart Group completed 34 years as a comprehensive financial planning firm with evidence-based investments and risk insurance expertise.

Stewart Group in 2021 bears very little resemblance to the business that Don Stewart set up 34 years ago. A lot was done since 1987 to stay on our toes as far as the newest financial regulations go. In this podcast, Don & Nick Stewart chat about a few key milestones that have helped to shape the future of Stewart Group.

The Adviser Talk is available on all major streaming platforms, including Spotify and Apple Music.

The information provided, or any opinions expressed in this show, are of a general nature only and should not be construed or relied on as a recommendation to invest in a financial product or class of financial products. You should seek financial advice specific to your circumstances from an Authorised Financial Adviser before making any financial decisions. A disclosure statement can be obtained free of charge by calling 0800 878 961 or visiting our website, www.stewartgroup.co.nz

Hosted on Acast. See acast.com/privacy for more information.

On 27th January 2021, Stewart Group completed 34 years as a comprehensive, independent financial planning firm with evidence-based investments and risk insurance expertise. 

Stewart Group in 2021 bears very little resemblance to the business that Don Stewart set up 34 years ago. A lot was done since 1987 to stay on our toes as far as the newest financial regulations go. However, one thing that hasn’t changed is the core principles of trust, and good service Stewart Group provides to clients since its inception.

We are strong supporters of our local community and we know that many of our clients value that Stewart Group is a New Zealand owned and operated business.

A big thanks to our fantastic team in Hawke's Bay & Wellington, our clients, professional connections and friends who have played a significant part in our journey so far. We look forward to the next 34 years.

The Adviser Talk is available on all major streaming platforms, including Spotify and Apple Music.

The information provided, or any opinions expressed in this show, are of a general nature only and should not be construed or relied on as a recommendation to invest in a financial product or class of financial products. You should seek financial advice specific to your circumstances from an Authorised Financial Adviser before making any financial decisions. A disclosure statement can be obtained free of charge by calling 0800 878 961 or visiting our website, www.stewartgroup.co.nz

Hosted on Acast. See acast.com/privacy for more information.

People with money in the bank are getting the lowest rates of interest since the 1960s and those rates could still fall further, it is warned. According to Newsroom's Business Editor Nikki Mandow, more than a third of the money New Zealanders have in our Aussie-owned banks is earning us no interest - or virtually none. And it’s costing us somewhere between $400 million and $900 million a year in lost interest - depending on how you crunch the numbers. The banks know this - but it’s one of the reasons they are so very profitable in New Zealand. 

The Adviser Talk is available on all major streaming platforms, including Spotify and Apple Music.

The information provided, or any opinions expressed in this show, are of a general nature only and should not be construed or relied on as a recommendation to invest in a financial product or class of financial products. You should seek financial advice specific to your circumstances from an Authorised Financial Adviser before making any financial decisions. A disclosure statement can be obtained free of charge by calling 0800 878 961 or visiting our website, www.stewartgroup.co.nz

Hosted on Acast. See acast.com/privacy for more information.

Many investors took advantage of the market turmoil in March to rotate into socially-conscious ESG investing. You’ve probably heard the term. ESG investing is the integration of Environmental, Social and Governance factors into the fundamental investment process. It may also be termed sustainable investing. It is a wide term as it can cover several areas, but essentially, it’s for investors who consider their long-term impact on society, environment and the behaviour of a business.

The Adviser Talk is available on all major streaming platforms, including Spotify and Apple Music.

The information provided, or any opinions expressed in this show, are of a general nature only and should not be construed or relied on as a recommendation to invest in a financial product or class of financial products. You should seek financial advice specific to your circumstances from an Authorised Financial Adviser before making any financial decisions. A disclosure statement can be obtained free of charge by calling 0800 878 961 or visiting our website, www.stewartgroup.co.nz

Hosted on Acast. See acast.com/privacy for more information.

As a society, we are finally beginning to have more honest and supportive public conversations about mental health, but too often the connection between mental health and money hasn’t been recognised.Financial stress is a major factor in many of our lives today. Some people may be facing an uncertain financial future, given the potential impact on everyday life, our jobs and income.

The Adviser Talk is available on all major streaming platforms, including Spotify and Apple Music.

The information provided, or any opinions expressed in this show, are of a general nature only and should not be construed or relied on as a recommendation to invest in a financial product or class of financial products. You should seek financial advice specific to your circumstances from an Authorised Financial Adviser before making any financial decisions. A disclosure statement can be obtained free of charge by calling 0800 878 961 or visiting our website, www.stewartgroup.co.nz

Hosted on Acast. See acast.com/privacy for more information.